+1,030.3%
PAAS vs HRB
+1,390.2%
-359.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +3.2% |
| 7D | +8.8% | -2.4% | +11.3% | +9.1% |
| 30D | -8.5% | +15.7% | -24.2% | -9.7% |
| 3M | -17.0% | +11.4% | -28.4% | -18.0% |
| 6M | -27.9% | +40.7% | -68.6% | -30.5% |
| YTD | -17.5% | +21.0% | -38.4% | -19.7% |
| 1Y | +22.8% | +7.2% | +15.6% | +20.8% |
| 3Y | +224.2% | +29.2% | +195.1% | +210.5% |
| 5Y | +73.6% | +142.3% | -68.7% | +55.1% |
| 10Y | +186.4% | +253.1% | -66.7% | +138.4% |
| All | +1,030.3% | +1,390.2% | -359.9% | +793.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling